slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 50,791-50,820
Pages 3,679
Rows per page 30
Component
50,791-50,820 of 110,355
06
The slide uses checkmarks and crosses to highlight the perceived deficiencies of a Darden REIT compared to industry benchmarks.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
07
The slide uses a comparison framework to systematically dismantle the opponent's valuation model.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
08
The slide uses a comparative structure to refute Starboard's claims regarding REIT valuation and feasibility.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
09
The slide uses a three-column structure to systematically dismantle the opponent's valuation argument.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
10
The slide uses a red dashed box to highlight specific rows where the Board's assumptions differ from Starboard's, specifically EBITDA multiple and total net value change.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
13
Includes specific callout regarding dividend reduction impact.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
14
The slide uses a combination of a growth profile chart and a valuation bridge table to argue against a corporate separation.Darden Restaurants, Inc. (DRI) · Darden
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
02
Includes a QR code and a list of historical precedent companies.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & Context1 hit
04
The slide uses a precedent to argue for the efficacy of Elliott's activist strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Situation & ContextLoop · Tale Two Worlds1 hit
07
This is a screenshot of a social media post (X/Twitter) from an activist campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
09
This appears to be a collage of various slide layouts or assets from an activist investor presentation (Elliott Investment Management).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Problem & ComplicationLoop · Tale Two Worlds1 hit
17
The slide uses a 'before and after' narrative structure to validate the activist investor's strategy.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Impact & Next StepsLoop · Tale Two Worlds1 hit
10
This is a screenshot of a webpage, likely from an activist investor campaign site.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
11
The slide uses a 'before-after' framing to validate the proposed strategy for Phillips 66.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Solution & ApproachLoop · Golden Circle1 hit
04
This is an email newsletter format from an activist investor campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Complication1 hit
10
The slide uses a visual bridge/bar chart to show upside potential and includes three testimonial quotes from financial institutions.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence1 hit
29
Uses quotes from management to expose a gap between historical performance and current excuses.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
31
Uses a 'best practice' framework to contrast two companies; includes a section of analyst quotes to validate Suncor's success.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
32
Uses a 'villain' framing technique to attack management's track record on capital allocation.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
34
The slide uses a red-themed 'shortfalls' column to emphasize negative performance gaps.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
35
The slide uses a quote to highlight market skepticism regarding the company's conglomerate structure.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
36
The slide uses a before-after framing to justify a valuation uplift.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
38
The slide uses a checkmark matrix to demonstrate strategic alignment across multiple criteria.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
39
The slide uses a comparison framework to validate the proposed strategy by citing a successful precedent (Marathon).Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
40
Includes a sensitivity analysis table for share repurchases at various premiums.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
41
The slide uses a 'before-after' framing to contrast past projections with current reality, highlighting the success of the activist campaign.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
42
The slide uses a waterfall-bridge chart to illustrate the value creation potential of the proposed plan.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Solution1 hit
45
Includes footnotes detailing specific adjustments for PSX, SUN, OKE, TRGP, and DOW.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
51
The slide uses a 'Potential Defense vs. Counterpoint' structure to systematically dismantle arguments for maintaining the status quo.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
52
The slide uses a weighted average calculation to argue that PSX's current leverage is appropriate given its diversified business mix.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit